Your Clients for Life The Definitive Guide to Becoming a Successful Financial Planner |
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Author:
| Anthony, Mitch LaValley, Barry Anderson, Carol |
Series title: | Kaplan Financial Ser. |
ISBN: | 978-0-7931-4954-4 |
Publication Date: | Apr 2002 |
Publisher: | Kaplan Publishing
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Book Format: | Hardback |
List Price: | AUD $59.99 |
Book Description:
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The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated financial and life planning strategy for customers. Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner is a roadmap that financial planners can ......
The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated financial and life planning strategy for customers. Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner is a roadmap that financial planners can ......